5 - Year start dates and service charge invoice frequency settings (estate management)

1. Year start date

The year start for budgeting purposes is set here

In Year start:

• Click the calendar icon and select the date

2. Financial year start

The Financial year start can be set differently to the above year start, if required

In Financial Year start:

• Click the calendar icon and select the date
  
  Leaving this field blank ?????

3. Service charge invoice frequency

A regular frequency setting can be chosen or custom frequencies set-up

In Service charge invoicing:

• Click the link to choose from Monthly, Quarterly, Half Yearly, Yearly, Custom
  
  See step 4 for information on adding a custom invoice frequency

5. Custom invoice frequency

Selecting Custom displays the Invoicing Frequency screen:

• Click the + icon to add a frequency
  
  
• Select whether the Instalment amounts are Equal or Custom
  
  If Custom is selected, amounts can be entered and need to add up to the total service charge amount for the site
  
  
• Set the Month and Day 
  (plus Amount for Custom instalments)
  for this invoice cycle
  
  Repeat the above steps until all instalments are added
  
  
• Click Accept to save
  
  Hovering over the Custom link on the main estate record displays the custom frequency settings - see 5a